| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 09/04/1991 |
| ADV Location | IRVINE, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 397,890,400 24% |
| of that, discretionary | 377,741,952 20% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 872,567 29% |
| % High Net Worth | 100.00% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds